Introducing Diversification Analysis
Introducing diversification analysis—the first-of-its-kind dynamic analysis offers customers actionable, personalized recommendations on how to increase diversification.
The Stash Way is our simple but complete financial framework.
What is Diversification Analysis?
Currently only offered for personal portfolios, the analysis can analyze your holdings and give you a score and identify ways you can improve your diversification.
How does it work?
Three pieces of information go into calculating the analysis: your risk profile, your target allocation mix, and your current portfolio holdings.
How do I use it?
Simple. Make sure to update your app. Then, just tap the Invest tab and scroll down to your diversification analysis.